WestHill Financial Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,278
| Closed | -$86.5K | – | 80 |
|
|
2023
Q3 | $86.5K | Buy |
2,278
+40
| +2% | +$1.52K | 0.03% | 77 |
|
|
2023
Q2 | $88.5K | Hold |
2,238
| – | – | 0.03% | 76 |
|
|
2023
Q1 | $88.3K | Buy |
2,238
+283
| +14% | +$11.2K | 0.03% | 76 |
|
|
2022
Q4 | $74.1K | Hold |
1,955
| – | – | 0.02% | 80 |
|
|
2022
Q3 | $68K | Hold |
1,955
| – | – | 0.02% | 76 |
|
|
2022
Q2 | $78K | Hold |
1,955
| – | – | 0.03% | 75 |
|
|
2022
Q1 | $88K | Hold |
1,955
| – | – | 0.03% | 81 |
|
|
2021
Q4 | $96K | Hold |
1,955
| – | – | 0.03% | 83 |
|
|
2021
Q3 | $98K | Buy |
+1,955
| New | +$98K | 0.03% | 70 |
|
|
2021
Q1 | $109K | Sell |
2,040
-110
| -5% | -$5.88K | 0.04% | 62 |
|
|
2020
Q4 | $111K | Buy |
+2,150
| New | +$111K | 0.04% | 60 |
|